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HCL Marketing Operations Administrator Guide
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Program and project templates
Program and project templates have additional tabs that customize the object instances that are made from the template.
Project template Workflow tab
The Workflow tab identifies and organizes tasks for a projectList, On-demand Campaign, or Corporate Campaign. When you create a template, you can include data on its Workflow tab to provide an initial workflow structure for each marketing object instance that users create. To review and define a workflow on the template, you use a spreadsheet-style interface. Users access a similar spreadsheet interface to update the supplied workflow as needed for individual instances.
Configuring the approval process
In HCL® Marketing Operations, a structured approval process distributes information to team members and elicits their comments.
Setting approval deny reasons
To require a deny reason when users deny an approval, you set a configuration property and add options to the Approval Deny Reason list.

Setting approval deny reasons

To require a deny reason when users deny an approval, you set a configuration property and add options to the Approval Deny Reason list.

About this task

Procedure

Set the specifyDenyReason configuration property to True under Settings > Configuration > Marketing Operations > umoConfiguration > Approvals. For more information, see the HCL® Marketing Operations Installation Guide.
Restart the Marketing Operations application server.
Add options to the customizable Approval Deny Reason list. For more information, see Customizable lists.
To enable this feature for stand-alone approvals, you select the Approval Deny Reason options that apply to this type of approval. Select Settings > Marketing Operations Settings > Associate Deny Reasons with Stand-alone Approvals.
To enable this feature for approval tasks, you select the Approval Deny Reason options that apply to each project template. For more information, see Selecting approval options for templates.